RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits: 1.0 hour
​Subject Area: 1.0 - Specialized Knowledge 
​Instructional Method: Group internet based 
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​Course Description: 
There has never been a time in the history of America where tax planning has been so important for retirees as it is today. Due to our ever-increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades.

In this webinar, we will cover the various taxes your retiree clients will face and strategies you can use to help them reduce or eliminate these taxes. We will cover topics from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything in between. Other topics include, but are not limited to, Net Investment Income Tax (NIIT), capital gains, state taxes, estate taxes. Roth accounts, and premium credits. If you are looking for a comprehensive class on the impact taxes will have on your retiree clients, this is the class for you.  

Learning Objectives:
- Learn about Income-Related Monthly Adjustment Amount (IRMAA)
-Understand provision income and the taxation of Social Security
-Determine the three different tax buckets and how to help retirees use them
- Know strategies you can use to reduce or eliminate taxes for retirees!

Customer Support/Troubleshooting Help:
If you experience login issues or other technical difficulties, please use our chat service on our website or give us a call at 855-491-0400 and we will directly assist you. Upon login you will receive confirmation of registration. If you are experiencing technical issues during the webinar, here are some troubleshoot recommendations to try: refresh your browser, try a different browser, or try a new device.


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